To add and manage your Customer List, expand the Sales menu and select Customers.

On the Customers page, you can:

• Add a new customer.

• Filter/View customers by owing balance, credit, no balance, and active.

• Search by customer or contact name.

Click on a customer to view their details.

To add a new customer, click the  +.

The Add New Customer screen will appear, here you can enter:

• Customer Basic Information

•  Contact & Shipping

•  Customer Roles & Options

Customer Basic Information

 All fields marked with an asterisk (*) are required. 

1. Customer/Company full name:  Enter the full name of the customer or the customer company name.

2. Full Address:  Enter the customer address.

3. Currency:  Set the currency this customers booking confirmations, invoices & account statements will appear in. When viewing their account in Seedtrakr you'll still see these values in your currency. 

Note:  Once a currency is set on a customer it cannot be changed.

4. Payment Terms:  Select the appropriate term.

5. SSA#:  Enter the customer's SSA#.

6. Customer Status:  This field will default to active. To change the customer status, select the desired status and save the changes.

7. Country:  Select the customer's country from the drop down menu. 

Note:  Only the countries listed are supported at this time.

8. City/Ville/Community:  Enter the customer city.

9. Province/State/Territory:  Enter the customer province or state (must add country before editable).

10. Postal/ZIP code:  Enter the customer postal or zip code (must add country before editable).

11. Account #:  Specify the customer's account number that will appear on their booking confirmations & invoices.

12. TSA #:  Enter the customer's TSA #.

Contact & Shipping

1. First Name:  Enter the contact person's first name.

2. Last Name:  Enter the contact person's last name.

3. Email:  Enter the customer email address.

4. Fax:  Enter the customer fax number.

5. Phone:  Enter the customer phone number.

6. Mobile:  Enter the customer mobile number

7. Alternate Shipping Address?:  Select this checkbox if the customer has a different shipping address than their set address.  If set this address will appear on their invoices.

Customer Roles & Options

1. Is External Sales Account?:  Check this box if this customer account is for an external sales person.

2. Apply automatic discount?:  Check this box to apply an automatic discount to all bookings for this customer. (Discount % can be specified if this box is selected).

3. Is Genetics Company?:  Check this box if the customer account is a genetics company, enabling this setting allows the customer to be used for the contract production feature.

4. Is Grower?:  Check this box if this customer account is for a grower.

5. Is Seed Supplier?:  Check this box is this customer account is for a seed supplier.

6. Is Toll Retail:  Check this box if the customer is to be used as a wholesaler for the toll retail feature.

Operations Information

1. Total Acreage:  Enter the customer's total acreage that they farm.

2. Select Crop Types: Select the crop type(s) the customer grows.

From the Customers screen,  click on a specific customer in order to view the Customer Details page.

On the Customer Detail page, you can:

• View Payments (Credits, Pre-Payments. Payments).

• View Invoices (Search by Invoice number, Partially Paid, Paid in Full, Cancelled, Invoiced).

• View Transactions (Credits, Pre-Payments, and Payments). 

• View Bookings (active, closed, and cancelled).

In the Payments tab, you can:

•  View Account Balance. 

• View Payment Terms 

Note:  They have to be set up already in the web app

• Search by type of Transaction - Credits, Pre-Payments, and Payments.

Note:  By clicking on the transaction it removes the checkmark and removes that transaction from the filter.

In the Invoices tab, you can:

•  View Account Balance. 

• View Invoices.

• Search by type of Invoice #- Partially Paid, Paid in Full, Cancelled, Invoiced.

Note:  By clicking on the transaction it removes the checkmark and removes that transaction from the filter.

In the Transactions tab, you can:

•  View a list of Transactions on the customer account.

• Search Customer file.

  • To edit Customer information click edit and the Edit Customer window Customer Basic Info will appear.

In the Bookings tab, you can:

• View Account Balance. 

• View Payment Terms 

Note:  They have to be set up already in the web app

• Search by Booking Status - Active, Closed, Cancelled.

Note:  By clicking on the status it removes the checkmark and removes that status from the filter.

• View customer Bookings and status.

  • Click on the booking to view or add a product or service to it.

From the Customers screen, click on a specific customer in order to view the Customer Details page.

From the Customer Details screen,  click on the file icon to view customer information.

On the Customer Information screen, click on View/Set Location.

To add a location, press and hold on the screen where you would like the geolocation to be set, or search for the location in the search box.

Use your fingers to pinch-to-zoom on the map.

To save customer geolocation press the Save button at the bottom of the screen.

To view all set customer locations, go to the Customers Screen, click on the dropdown menu, and select Customer Locations.

On the Customer Locations page, you can:

• View all customer locations on a map and in a list.

• Click on a customer location pin to access their name and address details in the list.

• Click on a customer in the list to view their pinned location on the map.